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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,966 | $77,816-88.5% | $123,549-92.7% | $64,186-86.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 1.26% | 12.49%-11.2pp | 119.20%-117.9pp | 7.63%-6.4pp |
| Employer contribution / active EE | $3,125 | $3,014+3.7% | $4,628-32.5% | $2,381+31.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |